As global LNG supply surges, where will it go — and at what price?

Projected change in LNG imports in 2026 versus 2025 by region, illustrating where new global LNG supply is likely to be absorbed.

A powerful new wave of global LNG supply is arriving in 2026–2027, and the central question is where this surplus will be absorbed — and how it will affect global spot prices. The report argues that a large pipeline of new LNG projects in the US, Qatar, Canada and elsewhere will lift available liquefaction capacity sharply in 2026–2027, creating a […]

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